Secure Wealth, Inc.
Secure Wealth, Inc. is an SEC-registered mass-market adviser in Boca Raton, FL with $132.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Secure Wealth, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290572, SEC 801-134047, data through 2026-05-04.
- AUM (assets under management / regulatory AUM)
- $132.0M (2026-05-04)
- Firm type
- Mass-Market Adviser
- Location
- Boca Raton, FL
- Employees
- 3
- Clients
- 221
- CRD
- 290572
- Ownership
- EHRLICH, RICHARD, SCOTT
How much AUM does Secure Wealth, Inc. have?
Secure Wealth, Inc. reported $132.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-04).
Who owns Secure Wealth, Inc.?
Disclosed owners and executives of Secure Wealth, Inc. include EHRLICH, RICHARD, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.